Components installed with Financial Services Know Your Customer

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：5分

    • Several types of components are installed with activation of the Financial Services Know Your Customer (com.sn_bom_kyc) plugin, including tables and user roles.

    注:
    The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.
    This application is automatically installed when you install any of the following Financial Services Operations (KYC) applications. Financial Services Know Your Customer manages the KYC tasks that are used in workflows across Financial Services Operations applications.
    • Financial Services Business Loan Operations
    • Financial Services Personal Loan Operations
    • Financial Services Client Lifecycle
    • Financial Services Business Lifecycle

    Demo data is available for this feature.

    Roles installed

    表 : 1. Roles installed with Financial Services Know Your Customer application
    Role title [name] Description Contains roles
    Know Your Customer Admin

    [sn_bom_kyc.admin]

    		 This role gives access to all KYC operations data and grants admin privileges.
    • sn_bom.service_definition_admin
    • sn_bom_kyc.b2c_customer_agent
    • sn_bom_kyc.b2b_account_agent
    • sn_bom_kyc.b2b_contact_agent
    Know Your Customer Contact Agent

    [sn_bom_kyc.b2b_contact_agent]

    		 This role gives access to all Business KYC operations contact data.
    • sn_bom_clo_b2b.contact_lifecycle_viewer
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_bom_document.b2b_viewer
    • sn_bom.b2b_agent
    KYC Account Agent

    [sn_bom_kyc.b2b_account_agent]

    		 This role gives access to all Financial Services Know Your Customer business-level operations, account, and contact data.
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_document.b2b_viewer
    • sn_bom.b2b_agent
    • sn_bom_kyc.b2b_contact_agent
    KYC Contact Viewer

    [sn_bom_kyc.b2b_contact_viewer]

    		 This role grants read-only views of Financial Services Know Your Customer account contact information. sn_bom.service_definition_read
    KYC Account Viewer

    [sn_bom_kyc.b2b_account_viewer]

    		 This role grants read-only views of Financial Services Know Your Customer account information.
    • sn_bom.service_definition_read
    • sn_bom_kyc.b2b_contact viewer

    Tables installed

    表 : 2. Tables installed with Financial Services Know Your Customer application
    Table Description
    KYC Account Task

    [sn_bom_kyc_account_task]

    		 Stores Financial Services Know Your Customer account tasks pending completion. This table extends the [Financial Task] table.
    KYC Contact Task

    [sn_bom_kyc_contact_task]

    		 Stores Financial Services Know Your Customer contact tasks pending completion. This table extends the [Financial Task] table.
    KYC Customer Task

    [sn_bom_kyc_customer_task]

    		 Stores Financial Services Know Your Customer customer tasks pending completion. This table extends the [Financial Task] table.